Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

  • Bachelors in Finance at W.P. Carey School of Business, Arizona State, Tempe AZ

Awards & recognition

  • BRUNDAGE, PEARL & ASSOCIATES, Ameriprise Client Experience Award, 2021

Professional associations

  • Superstarz Business Network, Huntington Beach, CA

Previous experience

  • Ameriprise Financial, Financial advisor, 2006 to present

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

I volunteer at Fern Drive Elementary School in Fullerton California for their annual Carnival fundraiser.

Interests

I currently play on two slow-pitch softball teams. I enjoy sports and spending time with my family friends.

My photos

1 albums
close